Creative Planning’s Atlas Corp. ATCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19,288
| Closed | -$263K | – | 2410 |
|
|
2021
Q1 | $263K | Buy |
+19,288
| New | +$263K | ﹤0.01% | 1848 |
|
|
2017
Q3 | – | Sell |
-6,667
| Closed | -$48K | – | 3848 |
|
|
2017
Q2 | $48K | Sell |
6,667
-1,933
| -22% | -$13.9K | ﹤0.01% | 2530 |
|
|
2017
Q1 | $60K | Buy |
8,600
+4,056
| +89% | +$28.3K | ﹤0.01% | 2332 |
|
|
2016
Q4 | $42K | Buy |
4,544
+44
| +1% | +$407 | ﹤0.01% | 2519 |
|
|
2016
Q3 | $60K | Buy |
4,500
+35
| +0.8% | +$467 | ﹤0.01% | 2204 |
|
|
2016
Q2 | $62K | Sell |
4,465
-1,070
| -19% | -$14.9K | ﹤0.01% | 1984 |
|
|
2016
Q1 | $102K | Sell |
5,535
-286
| -5% | -$5.27K | ﹤0.01% | 1620 |
|
|
2015
Q4 | $92K | Sell |
5,821
-1,471
| -20% | -$23.2K | ﹤0.01% | 1670 |
|
|
2015
Q3 | $112K | Buy |
+7,292
| New | +$112K | ﹤0.01% | 1525 |
|
|
2015
Q2 | – | Sell |
-7,243
| Closed | -$132K | – | 3106 |
|
|
2015
Q1 | $132K | Buy |
7,243
+3,023
| +72% | +$55.1K | ﹤0.01% | 1413 |
|
|
2014
Q4 | $76K | Buy |
4,220
+1,929
| +84% | +$34.7K | ﹤0.01% | 1700 |
|
|
2014
Q3 | $49K | Buy |
2,291
+118
| +5% | +$2.52K | ﹤0.01% | 1930 |
|
|
2014
Q2 | $51K | Sell |
2,173
-182
| -8% | -$4.27K | ﹤0.01% | 1859 |
|
|
2014
Q1 | $52K | Sell |
2,355
-983
| -29% | -$21.7K | ﹤0.01% | 1773 |
|
|
2013
Q4 | $77K | Buy |
3,338
+166
| +5% | +$3.83K | ﹤0.01% | 1346 |
|
|
2013
Q3 | $78K | Buy |
3,172
+816
| +35% | +$20.1K | ﹤0.01% | 1273 |
|
|
2013
Q2 | $49K | Buy |
+2,356
| New | +$49K | ﹤0.01% | 1396 |
|